Certified Financial Group, Inc.
Florida
Registered In
05/25/1989
Incorp. Date
Company Summary
Certified Financial Group, Inc. at 1111 Douglas Ave, Altamonte Springs, FL 32714 lists Bert Joseph F and Bert Aaron of Altamonte Springs, FL as associates.
Overview
Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
59-2951303
Email
********@financialgroup.com
Search Other Resources
People
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Bert Joseph F
Registered Agent
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1111 DOUGLAS AVE, ALTAMONTE SPRINGS, FL 32714
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Bert Joseph F
CEO
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1111 DOUGLAS AVE, ALTAMONTE SPRINGS, FL 32714
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Bert Aaron
President
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1111 DOUGLAS AVE, ALTAMONTE SPRINGS, FL 32714
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Liddon Valerie M
CFO
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1111 DOUGLAS AVE, ALTAMONTE SPRINGS, FL 32714
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Anez Kathleen
COO
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1111 DOUGLAS AVE, ALTAMONTE SPRINGS, FL 32714
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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1111 DOUGLAS AVE, ALTAMONTE SPRINGS, FL 32714
View Map
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Financials
Financial Information for Certified Financial Group, Inc.
Form 5500
CERTIFIED FINANCIAL GROUP, INC.
1111 Douglas Avenue, Altamonte Springs, FL 32714 (407) 869-9800 EIN:59-2951303 Plan Admin:Joseph F. Bert| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 34 Assets BOY/EOY$16,034,182 / $13,716,715 | 2022 | CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 | 29 / 34 | $16,034,182 / $13,716,715 |
| 2022 | Plan NameCERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY24 / 24 Assets BOY/EOY$2,466,968 / $2,106,612 | 2022 | CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 | 24 / 24 | $2,466,968 / $2,106,612 |
| 2021 | Plan NameCERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$13,918,778 / $16,034,182 | 2021 | CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 | 27 / 29 | $13,918,778 / $16,034,182 |
| 2021 | Plan NameCERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY23 / 23 Assets BOY/EOY$2,170,260 / $2,466,968 | 2021 | CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN - Plan #002 | 23 / 23 | $2,170,260 / $2,466,968 |
| 2020 | Plan NameCERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 27 Assets BOY/EOY$12,048,474 / $13,918,778 | 2020 | CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 | 25 / 27 | $12,048,474 / $13,918,778 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CERTIFIED FINANCIAL GROUP, INC
1111 Douglas Avenue, ALTAMONTE SPRINGS, FL 32714-2033 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$369,165 Forgiven$371,780 LenderSouthState Bank, National Association Jobs24 | 04/13/2020 | $369,165 | $371,780 | SouthState Bank, National Association | 24 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration
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